See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,420 | $150,440-85.8% | $136,294-84.3% | $147,584-85.5% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 17.40% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,265 | $5,256-75.9% | $4,695-73.1% | $4,876-74.1% |
| Participant deferral / active EE | $2,428 | $6,630-63.4% | $6,247-61.1% | $5,439-55.4% |
| Admin fee / account holder | $2,339 | $10,905-78.5% | $9,243-74.7% | $10,885-78.5% |